Blue Chip Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Blue Chip Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$404K	Buy	2,160 +5	+0.2%	+$924	0.32%	68
2020 Q2	$370K	Buy	2,155 +12	+0.6%	+$1.94K	0.35%	67
2020 Q1	$303K	Sell	2,143 -436	-17%	-$73.7K	0.38%	63
2019 Q4	$460K	Buy	2,579 +15	+0.6%	+$2.56K	0.43%	58
2019 Q3	$422K	Hold	2,564	–	–	0.44%	59
2019 Q2	$417K	Buy	2,564 +9	+0.4%	+$1.44K	0.44%	55
2019 Q1	$402K	Sell	2,555 -327	-11%	-$49.4K	0.46%	58
2018 Q4	$400K	Buy	2,882 +350	+14%	+$52.4K	0.52%	51
2018 Q3	$409K	Buy	2,532 +7	+0.3%	+$1.11K	0.41%	61
2018 Q2	$384K	Buy	2,525 +720	+40%	+$108K	0.42%	64
2018 Q1	$265K	Buy	+1,805	New	+$274K	0.27%	81

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Blue Chip Wealth Management's IWB Position: Q3 2020 in Review

Blue Chip Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.23% in Q3 2020, buying an estimated $924 and bringing the position to 2,160 shares worth $404K. The position accounts for 0.32% of the portfolio, ranked #68.

Blue Chip Wealth Management first reported a position in IWB in Q1 2018 and has held it in 11 quarters since. The position peaked at $460K in Q4 2019. 819 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

Blue Chip Wealth Management held 2,160 shares of iShares Russell 1000 ETF worth $404K as of Q3 2020.
Blue Chip Wealth Management bought 5 iShares Russell 1000 ETF shares in Q3 2020, an estimated $924.
iShares Russell 1000 ETF made up 0.32% of Blue Chip Wealth Management's portfolio in Q3 2020, its #68 holding.
Blue Chip Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's iShares Russell 1000 ETF position peaked at $460K in Q4 2019.
819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.